Chartered Institute for Securities & Investment
Paul manages a diverse range of portfolios for private individuals, charities and family trusts. With over 10 years’ investment management experience and has an excellent knowledge of portfolio management and investment markets. Paul has helped to mentor a number of recent graduates within the Manchester office as they progress towards Chartered status. After gaining his Investment Management Certificate, he obtained his CISI Diploma and is a Fellow of the Chartered Institute for Securities and Investments.